Destination Wealth Management Schwab Fundamental U S Large C Transaction History

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024

A detailed history of Destination Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Destination Wealth Management holds 9,354 shares of FNDX stock, worth $228,705. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,354
Previous 2,919 220.45%
Holding current value
$228,705
Previous $209,000 5.74%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$23.49 - $71.77 $151,158 - $461,839
6,435 Added 220.45%
9,354 $221,000
Q3 2024

Nov 25, 2024
BUY
$65.36 - $71.76 $190,785 - $209,467
2,919 New
2,919 $209,000
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $186,415 - $216,577
3,487 New
3,487 $215,000
Q2 2022

Jul 29, 2022
SELL
$49.93 - $59.29 $220,890 - $262,298
-4,424 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$55.41 - $59.9 $245,133 - $264,997
4,424 New
4,424 $259,000
Q3 2020

Nov 12, 2020
SELL
$36.46 - $41.42 $209,790 - $238,330
-5,754 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$29.92 - $40.24 $237,624 - $319,586
-7,942 Reduced 57.99%
5,754 $212,000
Q1 2020

May 13, 2020
SELL
$27.15 - $43.59 $4,506 - $7,235
-166 Reduced 1.2%
13,696 $429,000
Q4 2019

Feb 12, 2020
BUY
$38.15 - $42.78 $528,835 - $593,016
13,862 New
13,862 $592,000
Q3 2019

Nov 13, 2019
SELL
$39.35 - $40.14 $2,124 - $2,167
-54 Closed
0 $0
Q2 2019

Jul 19, 2019
SELL
N/A
-1,114 Reduced 95.38%
54 $2,000
Q1 2019

May 01, 2019
SELL
N/A
-1,051 Reduced 47.36%
1,168 $44,000
Q4 2018

Feb 05, 2019
SELL
N/A
-1,799 Reduced 44.77%
2,219 $75,000
Q3 2018

Nov 07, 2018
BUY
N/A
291 Added 7.81%
4,018 $159,000
Q2 2018

Jul 31, 2018
BUY
N/A
3,394 Added 1019.22%
3,727 $139,000
Q1 2018

Apr 05, 2018
BUY
N/A
333 New
333 $19,000

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email